Fredric Hunter Jurmu

Golden State Wealth Management, LLC

38 Years of Experience

3 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning

Golden State Wealth Management, LLC

Compensation

Fee-Only (AUM)

Firm Size

45 advisors

Number of Clients

3,888 clients

Average Client Portfolio

$472K average

Assets Under Management

$1.8B

Fee Structure

Location

201 E. Sandpointe Avenue, #460, South Coast Metro, CA, 92707

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Financial

April 2016

Final

Customer Dispute

April 2003

Denied

Customer Dispute

August 2001

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business Activities

Fredric operates his LPL business under the DBA Golden State Wealth Management since 2016. He is also a Registered Investment Advisor and Investment Advisor Representative (IAR) with Golden State Wealth Management, LLC, dedicating his full time to these activities.